How to set up a salesperson to place orders in Demander Web

To place orders in Demander Web, the company needs a salesperson used only for that. Without one, Novo pedido shows:

Não existe um VENDEDOR configurado nessa empresa para emissão de pedidos pelo Demander Web!

The same block applies to orders placed on iOS.

Create a dedicated salesperson

Open Cadastros → Vendedores and create a salesperson only for orders in Demander Web and on iOS. The full registration steps are in Cadastro de Vendedores.

This salesperson:

• does not need to be used to sign in;
• is not a field salesperson;
• cannot be the same salesperson used on Android.

Anyone who has already synced in the app does not appear in the company list. Create a new record and do not use this login on a phone.

Name and login follow the company standard. Examples: Vendedor Web or Pedido Web.

Company with an ERP

If the company integrates with an ERP, the salesperson must come through the integration, in Tabela 02 — Vendedores. A record created only in Demander is overwritten on the next sync. See Cadastro manual e integração com ERP.

In the record, fill Faixa de pedido inicial and Faixa de pedido final with a range no other salesperson uses. Order numbers for Demander Web and the virtual store come from this range, even when another person is the order’s issuing salesperson.

Fill every field marked with an asterisk and save.

Link the salesperson to the company

1. Open Configurações da Empresa.
2. On the Geral tab, in Vendedor do Demander Web (faixa de numeração), select the salesperson created above.
3. Save.

This field also sets the virtual store salesperson. Do not use the chosen salesperson on another device: order numbering becomes inconsistent.

Who is recorded as the issuing salesperson

With Utilizar o vendedor logado (ou selecionado) como o vendedor emissor do Demander Web turned on, the order is recorded under the person who is signed in (salesperson, manager, or preposto). The number range still belongs to the Demander Web salesperson.

If the person placing the order is not a salesperson, the issuer is the salesperson selected on the order.

The option is under Configurações da Empresa → Configurações adicionais, in the Pedido group. Only a Demander user or a partner can change it. If it does not appear, contact support or the person who handles the integration.

Check

1. Open orders in Demander Web and click Novo pedido.
2. The missing-salesperson message should no longer appear.
3. Repeat the test on iOS.

Setup video: Como configurar o vendedor para emitir pedidos no Demander Web.